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Retire With Purpose - The Retirement Podcast

Apr 19, 2024

Investment strategies have evolved over the past 25 years, from mutual funds to ETFs, and now to direct indexing, a strategy favored by the ultra-wealthy due to its tax advantages. Direct Indexing also offers highly customized portfolios while still tracking index returns.

Today's article comes from FA-mag.com titled,


Apr 12, 2024

Buffer ETFs have grown in popularity as a way to reduce risk, but every upside has a downside. Ask yourself, C.A.N. I take the risk?  

In this episode, we discuss: 

  • Why buffer ETFs have become so popular
  • How they compare to annuities
  • The benefit of professional management

Today's article comes...


Apr 5, 2024

Ancient philosophy is still useful today. Stoic wisdom focuses on inner peace, resilience, and recognizing what is in your control – all of which can be applied to your financial life. In this episode, we discuss six pieces of stoic wisdom for financial success. 

Today's article comes from NewRetirement.com titled,


Apr 1, 2024

Today, I’m talking to Lux Narayan. Lux is an author, entrepreneur, stand-up comedian, and storyteller. We first discovered Lux through his TED Talk, What I Learned From 2000 Obituaries. From there, we learned about his work as the founder of StreamAlive, where he helps livestreamers and storytellers engage, in-person...


Mar 29, 2024

Saving for retirement is enough of a challenge. Don’t make it harder on yourself by losing track of your old investment accounts.

In this episode, we discuss:

  • Four options for your old 401(k) accounts 
  • Proper ways to rollover your old 401(k)s 
  • The impact of Secure Act 2.0 on orphan 401(k)s 

Today's article comes...